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Sandy Spring Bank’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sandy Spring Bank’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.56K Hold
100
– – ﹤0.01% 1020
2024
Q4 		$2.38K Hold
100
– – ﹤0.01% 1044
2024
Q3 		$2.41K Hold
100
– – ﹤0.01% 1022
2024
Q2 		$2.51K Hold
100
– – ﹤0.01% 1071
2024
Q1 		$2.59K Hold
100
– – ﹤0.01% 1023
2023
Q4 		$2.3K Hold
100
– – ﹤0.01% 1006
2023
Q3 		$2.49K Sell
100
-5
-5% -$120 ﹤0.01% 1009
2023
Q2 		$2.33K Sell
105
-26
-20% -$574 ﹤0.01% 1051
2023
Q1 		$2.93K Buy
131
+1
+0.8% +$23 ﹤0.01% 994
2022
Q4 		$3.11K Hold
130
– – ﹤0.01% 986
2022
Q3 		$3K Sell
130
-116
-47% -$2.41K ﹤0.01% 991
2022
Q2 		$5K Hold
246
– – ﹤0.01% 941
2022
Q1 		$5K Buy
246
+5
+2% +$94 ﹤0.01% 966
2021
Q4 		$4K Buy
+241
New +$3.74K ﹤0.01% 1050
2020
Q2 		– Sell
-769
Closed -$6K – 916
2020
Q1 		$6K Buy
769
+12
+2% +$150 ﹤0.01% 729
2019
Q4 		$12K Buy
757
+27
+4% +$423 ﹤0.01% 692
2019
Q3 		$11K Buy
730
+7
+1% +$113 ﹤0.01% 711
2019
Q2 		$12K Buy
+723
New +$12.6K ﹤0.01% 686

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sandy Spring Bank's FENY Position: Q1 2025 in Review

Sandy Spring Bank held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q1 2025 at 100 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Sandy Spring Bank first reported a position in FENY in Q2 2019 and has held it in 18 quarters since. The position peaked at $12K in Q4 2019. 220 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • Sandy Spring Bank held 100 shares of Fidelity MSCI Energy Index ETF worth $2.56K as of Q1 2025.
  • Sandy Spring Bank left its Fidelity MSCI Energy Index ETF share count unchanged in Q1 2025.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1020 holding.
  • Sandy Spring Bank first reported a position in Fidelity MSCI Energy Index ETF in Q2 2019 and has held it in 18 quarters since.
  • Sandy Spring Bank's Fidelity MSCI Energy Index ETF position peaked at $12K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.